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Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
-1.5%
1 Year Est. Return
+19.69%
3 Year Est. Return
+44.81%
5 Year Est. Return
+53.26%
10 Year Est. Return
+215.07%
AUM
$355M
AUM Growth
-$5.01M
Cap. Flow
+$8.14M
Cap. Flow %
2.29%
Top 10 Hldgs %
31.33%
Holding
419
New
10
Increased
45
Reduced
110
Closed
34

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$4.36M
2
PANW icon
Palo Alto Networks
PANW
+$2.72M
3
NOW icon
ServiceNow
NOW
+$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

Rank Stock Value
1
HOLX
Hologic
HOLX
+$3.45M
2
AVGO icon
Broadcom
AVGO
+$869K
3
VOD icon
Vodafone
VOD
+$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

Rank Sector Weight
1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORLY icon
76
O'Reilly Automotive
ORLY
$75.6B
$822K 0.23%
8,910
– –
GRNB icon
77
VanEck Green Bond ETF
GRNB
$185M
$816K 0.23%
34,055
-3,891
-10% -$94.5K
BDX icon
78
Becton Dickinson
BDX
$45.8B
$728K 0.2%
4,627
-390
-8% -$71.6K
GE icon
79
GE Aerospace
GE
$377B
$713K 0.2%
2,513
-487
-16% -$153K
NEE icon
80
NextEra Energy
NEE
$186B
$683K 0.19%
7,358
-200
-3% -$17.8K
JPM icon
81
JPMorgan Chase
JPM
$950B
$650K 0.18%
2,208
– –
XOM icon
82
ExxonMobil
XOM
$634B
$640K 0.18%
3,771
-150
-4% -$21.9K
AFL icon
83
Aflac
AFL
$65.9B
$621K 0.17%
5,661
-221
-4% -$24.5K
ABT icon
84
Abbott
ABT
$187B
$602K 0.17%
5,862
-374
-6% -$42.2K
GEV icon
85
GE Vernova
GEV
$251B
$598K 0.17%
685
– –
TXN icon
86
Texas Instruments
TXN
$253B
$597K 0.17%
3,073
– –
KEYS icon
87
Keysight
KEYS
$52.2B
$588K 0.17%
2,081
– –
AZN icon
88
AstraZeneca
AZN
$267B
$582K 0.16%
2,950
– –
GIS icon
89
General Mills
GIS
$20.1B
$571K 0.16%
15,338
+741
+5% +$32.2K
MA icon
90
Mastercard
MA
$497B
$556K 0.16%
1,113
-94
-8% -$49.5K
WTRG icon
91
Essential Utilities
WTRG
$11.5B
$513K 0.14%
12,729
– –
WMT icon
92
Walmart Inc
WMT
$900B
$510K 0.14%
4,101
– –
APH icon
93
Amphenol
APH
$177B
$504K 0.14%
3,992
– –
A icon
94
Agilent Technologies
A
$39.7B
$500K 0.14%
4,387
– –
HIFS icon
95
Hingham Institution for Saving
HIFS
$634M
$467K 0.13%
1,635
-175
-10% -$51.1K
WTS icon
96
Watts Water Technologies
WTS
$11.6B
$463K 0.13%
1,596
– –
CWT icon
97
California Water Service
CWT
$3.14B
$460K 0.13%
10,135
-800
-7% -$35.9K
MMM icon
98
3M
MMM
$94.1B
$435K 0.12%
2,995
– –
AMZN icon
99
Amazon
AMZN
$2.48T
$424K 0.12%
2,037
-515
-20% -$113K
SJM icon
100
J.M. Smucker
SJM
$13.2B
$423K 0.12%
4,381
-112
-2% -$11.7K
2 3
4
5 6

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Clean Yield Group's Q1 2026 Portfolio in Review

As of Q1 2026, Clean Yield Group held 419 positions worth $355M, down 1.4% from $360M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q1 2026 filing shows 10 new, 45 increased, 110 reduced and 34 closed positions. Its largest new stake was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K. The largest sale was Hologic, an estimated $3.45M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 39% a quarter earlier, followed by Healthcare and Financials.

  • Clean Yield Group's largest Q1 2026 buy was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K.
  • Clean Yield Group added most to Costco in Q1 2026, an estimated $4.36M increase.
  • Clean Yield Group's biggest Q1 2026 reduction was Hologic, cutting an estimated $3.45M.
  • Clean Yield Group fully exited Vanguard International High Dividend Yield ETF in Q1 2026, selling an estimated $77.8K.
  • Clean Yield Group's ten largest holdings make up 31% of its $355M portfolio in Q1 2026.
  • Clean Yield Group opened 10 new positions and closed 34 in Q1 2026.
  • Clean Yield Group's portfolio value fell 1.4% quarter-over-quarter to $355M.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.